JAM
AVLR

Jupiter Asset Management’s Avalara, Inc. AVLR Stock Holding History

Jupiter Asset Management’s Portfolio AVLR Stock Details AVLR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-3,556
Closed -$586K – 677
2020
Q4 		$586K Buy
+3,556
New +$569K 0.01% 499

Other funds holding AVLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jupiter Asset Management's AVLR Position: Q1 2021 in Review

Jupiter Asset Management sold out of Avalara, Inc. (AVLR) in Q1 2021, closing a stake of 3,556 shares — an estimated $586K sold.

Jupiter Asset Management first reported a position in AVLR in Q4 2020 and held it in 1 quarter. The position peaked at $586K in Q4 2020. 403 funds tracked by Wall St. Rank hold AVLR as of Q1 2021.

  • Jupiter Asset Management reported no remaining Avalara, Inc. position as of Q1 2021 after selling out during the quarter.
  • Jupiter Asset Management sold 3,556 Avalara, Inc. shares in Q1 2021, an estimated $586K.
  • Jupiter Asset Management first reported a position in Avalara, Inc. in Q4 2020 and held it in 1 quarter.
  • Jupiter Asset Management's Avalara, Inc. position peaked at $586K in Q4 2020.
  • 403 funds tracked by Wall St. Rank held Avalara, Inc. as of Q1 2021.

Based on Jupiter Asset Management's 13F filing for Q1 2021, filed 12 May 2021.